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iShares Lehman Aggregate Bond shares owned by Mosaic Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Mosaic Advisors from 13F filings

Historical chart of Mosaic Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Mosaic Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 26k 97.94
2023-12-31 $2.6M 26k 99.25
2023-09-30 $2.4M 26k 94.04
2023-06-30 $1.2M 12k 97.95
2023-03-31 $1.2M 12k 99.64
2022-12-31 $1.2M 12k 96.99
2022-09-30 $1.2M 12k 96.37
2022-06-30 $1.7M 16k 101.70
2022-03-31 $1.0M 9.5k 107.14
2021-12-31 $3.0M 27k 114.07
2021-09-30 $29M 248k 114.83
2021-06-30 $28M 246k 115.33